Latest Institutional Purchases of Schwab Fundamental U S Small C (FNDA)
This list provides information on the latest institutional transactions involving Schwab Fundamental U S Small C (FNDA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
894K+ 25486.23% |
$21.3M - $25.7M
|
898K
$26.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
266KNew |
$6.35M - $7.64M
|
266K
$7.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
212K+ 520.7% |
$5.05M - $6.07M
|
252K
$7.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
188K+ 11.96% |
$4.47M - $5.38M
|
1.76M
$51.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
169K+ 15.15% |
$4.03M - $4.84M
|
1.28M
$37.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
165K+ 1646.53% |
$3.93M - $4.73M
|
175K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
127KNew |
$3.03M - $3.64M
|
127K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 111.25% |
$2.76M - $3.32M
|
220K
$6.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
102KNew |
$2.43M - $2.92M
|
102K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
60.5K+ 47.22% |
$1.44M - $1.74M
|
189K
$5.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
57.9K+ 5.98% |
$1.38M - $1.66M
|
1.03M
$30.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
53K+ 2.01% |
$1.27M - $1.52M
|
2.69M
$78.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.9KNew |
$1.19M - $1.43M
|
49.9K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49.6K+ 296.89% |
$1.18M - $1.42M
|
66.4K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
43.6K+ 11.48% |
$1.04M - $1.25M
|
424K
$12.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
42.9K+ 94.94% |
$1.02M - $1.23M
|
88.1K
$2.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
40.1KNew |
$955K - $1.15M
|
40.1K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.8K+ 9.41% |
$949K - $1.14M
|
463K
$13.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
37.9K+ 3.55% |
$905K - $1.09M
|
1.11M
$32.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.2KNew |
$840K - $1.01M
|
35.2K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
34.5KNew |
$824K - $991K
|
34.5K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
32.4KNew |
$772K - $929K
|
32.4K
$949K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
31.6KNew |
$753K - $906K
|
31.6K
$926K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
28.5K+ 19.99% |
$679K - $817K
|
171K
$5.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.5K+ 140.64% |
$655K - $788K
|
47K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
25.8KNew |
$616K - $741K
|
25.8K
$757K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
25.3K+ 3.04% |
$604K - $727K
|
859K
$25.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24.7K+ 9.22% |
$588K - $708K
|
292K
$8.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
24.6K+ 5.57% |
$588K - $707K
|
467K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.3K+ 6.13% |
$580K - $698K
|
421K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
22.1K+ 7.66% |
$527K - $634K
|
310K
$9.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.4KNew |
$511K - $614K
|
21.4K
$628K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 7.61% |
$495K - $595K
|
293K
$8.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.1KNew |
$480K - $578K
|
20.1K
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
18.9K+ 4.76% |
$451K - $543K
|
416K
$12.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
17.7K+ 39.02% |
$423K - $509K
|
63.2K
$1.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17.7K+ 29.26% |
$422K - $508K
|
78.2K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$422K - $507K
|
17.7K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17.5K+ 103.91% |
$417K - $501K
|
34.3K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.8K+ 27.37% |
$402K - $483K
|
78.3K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.3K+ 14.62% |
$388K - $467K
|
128K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.1K+ 142.22% |
$361K - $434K
|
25.8K
$756K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 25.5% |
$354K - $426K
|
73.1K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
13.8KNew |
$330K - $397K
|
13.8K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
13.6K+ 2.24% |
$325K - $391K
|
621K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.4KNew |
$320K - $384K
|
13.4K
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
Northland Capital Management LLC
|
BUY
|
- |
13.2K+ 15.45% |
$314K - $378K
|
98.4K
$2.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12.6KNew |
$300K - $361K
|
12.6K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 1.28% |
$268K - $323K
|
891K
$26.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
11.2K+ 12.62% |
$268K - $323K
|
100K
$2.94M
|